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About Us


What We Do 
Building Financial Legacies
For Over Three Decades

Founded in 1991, Wingerd Financial Group has been dedicated to helping families achieve lasting financial security. Our mission is to empower families by simplifying complex financial decisions and creating personalized solutions that reflect their unique values and goals. We are committed to providing trusted guidance and fostering financial success for generations to come.

At the heart of our firm are core values that guide every interaction and decision. We are family-oriented, prioritizing the needs and values of the families we serve. Integrity is paramount, and we uphold the highest ethical standards in all our dealings.

A Look Into Our Process

As fiduciaries, we take our responsibility seriously, always acting in the best interests of our clients. We believe that our approach allows our clients to find clarity in their financial decisions.

Step 1:
Discovery Meeting

We begin by understanding your financial situation, goals, values, and priorities. This initial meeting sets the stage for creating a plan tailored to your unique needs.

Step 2:
Personalized Planning

Based on the insights gathered, we develop a customized financial plan. This plan focuses on your long-term goals and aligns with your family values.

Step 3:
Strategy Implementation

With a clear plan in place, we move to implement it through strategic steps. Each decision is made to align with your objectives and financial aspirations.

Step 4:
Ongoing Monitoring & Adjustments

Regular reviews of your progress allow us to make necessary adjustments. We stay proactive in responding to market changes or shifts in your life circumstances.

Step 5:
Continuous Support

Our commitment to you includes providing ongoing education and guidance. This support keeps you informed and confident about your financial future.

Meet The Team 
Who You'll Be Working With

Mark Wingerd

Mark Wingerd

President

I am the President and a CERTIFIED FINANCIAL PLANNER® at Wingerd Financial Group, where I have the privilege of serving as the Chief Officer of the company. With over 34 years of experience in the financial services industry, I...

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Joe Dama

Joe Dama

Financial Advisor

I am a Financial Advisor at Wingerd Financial Group, where I specialize in comprehensive financial planning, including investment planning, retirement planning, insurance planning, tax planning, and estate planning. With over 25 years...
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Jack Wingerd

Jack Wingerd

Certified Financial Planner®

I am a CERTIFIED FINANCIAL PLANNER® at Wingerd Financial Group, where I've dedicated over six years to helping clients achieve financial security and their life goals. My journey in the financial services industry began after attending...

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Andrew Wingerd, CFP®

Andrew Wingerd CFP®

Certified Financial Planner®

I am a CERTIFIED FINANCIAL PLANNER® at Wingerd Financial Group, specializing in retirement planning, education planning, investment planning, and multigenerational financial planning. With over five years of experience in the financial...

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Virginia Baxter

Virginia “Ginny” Baxter

Registered Assistant

I am proud to serve as a Registered Assistant at Wingerd Financial Group, with over 25 years of experience in the financial services industry. My journey began in a different field, working with Milwaukee Public Schools, but my passion...
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Contact Us 
We Want to
Hear From You

Schedule an appointment with our experienced financial professionals to start building a roadmap towards financial security and prosperity for you and your loved ones.

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